Filed December 19, 1997
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 · EIN 26-0058143 | Consulting | $89,176 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,954 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$86,468 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,587 | $66,750-6.2% | $105,722-40.8% | $57,658+8.5% |
| Participation rate | 96.8% | 79.2%+17.7pp | 78.9%+17.9pp | 70.2%+26.6pp |
| Annual return | 5.58% | 10.99%-5.4pp | 12.25%-6.7pp | 5.13%+0.4pp |
| Employer contribution / active EE | $2,235 | $3,766-40.7% | $4,079-45.2% | $1,974+13.2% |
| Participant deferral / active EE | $6,193 | $4,933+25.5% | $5,326+16.3% | $3,061+102.3% |
| Admin fee / account holder | $14 | $88-84.2% | $8,308-99.8% | $95-85.4% |